Send data to Oracle Responsys

Oracle Responsys is an email marketing product that helps improve conversions, strengthen customer relationships, and dramatically lessen messaging fragmentation.

This topic describes the steps that are required to send CSV files to Oracle Responsys from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

Oracle Responsys requires the following configuration details:

Detail one.

The username.

Detail one.

The host public key.

Detail one.

For passphrase credentials, the passphrase; for private key credentials, the private key.

Detail one.

The remote folder to which Amperity will send data.

Important

A “/” (forward slash) must be used as the first character for this value. For example: “/folder/name”.

Detail one.

The public key to use for PGP encryption.

Add destination

Configure Amperity to send CSV files directly to Oracle Responsys.

To add a destination

Step 1.

Open the Destinations tab to configure a destination for Oracle Responsys. Click the Add Destination button to open the Destination dialog box.

Name, description, choose plugin.

Enter a name for the destination and provide a description. For example: “Oracle Responsys” and “This sends CSV files to Oracle Responsys”.

From the Plugin drop-down, start typing “oracle” to filter the list, and then select Oracle Responsys.

Step 2.

Credentials allow Amperity to connect to Oracle Responsys.

The credential type is set automatically to oracle-responsys. You may use an existing credential or you may add a new one.

Choose an existing credential or add credential.

Select an existing credential from the Credential drop-down.

– or –

Select Create a new credential from the Credential drop-down. This opens the Credential dialog box.

Enter the name for the credential, and then add a description. Select files.responsys.net or files.dc2.responsys.net from the HOSTNAME drop-down list. Enter the username and passphrase.

Update the settings for the SFTP destination.

When finished, click Save.

Step 3.

Each destination has settings that define how Amperity will deliver data to Oracle Responsys. These settings are listed under the Settings section of the Destination dialog box.

Settings for SFTP destinations.

Complete the following SFTP Settings:

  • The path to the Remote folder.

    Tip

    If the path to the remote folder contains a space, use a backslash () character to escape that space. For example, a folder named “From ACME” should be entered as “From\ ACME”.

  • The File format. Select the file format – CSV – from the drop-down list.

  • Optional. The Escape character that is required by Oracle Responsys.

    Note

    If an escape character is not specified and quote mode is set to “None” this may result in unescaped, unquoted files. When an escape character is not specified, you should select a non-“None” option from the Quote Mode setting.

  • Optional. The Compression format. Encoding method options include “Tar”, “Tgz”, “Zip”, “GZip”, and “None”.

  • Optional. The PGP public key that is used to encrypt files that are sent to Oracle Responsys.

  • Optional. The Quote mode that should be used within the file. From the drop-down, select one of “all fields”, “all non-NULL fields”, “fields with special characters only”, “all non-numeric fields” or “None”.

    Note

    If the quote mode is set to “None” and the Escape Character setting is empty this may result in unescaped, unquoted files. When quote mode is not set to “None”, you should specify an escape character.

  • Optional. Select Include success file upon completion to add a .DONE file that indicates when an orchestration has finished sending data.

    Tip

    If a downstream sensor is listening for files sent from Amperity, configure that sensor to listen for the presence of the .DONE file.

  • Optional. Select Include header row in output files if headers should be included in the output.

  • Optional. Select Exclude Parquet extension from the directory name for managing how Apache Parquet files are added to directories.

Step 4.

Business users are assigned to the Amp360 User and/or AmpIQ User policies. (Amp360 User allows access to queries and orchestrations and AmpIQ User allows access to segments and campaigns.) A business user cannot select a destination that is not visible to them.

Business users – including users assigned to the DataGrid Operator policy – may have restricted access to PII.

What is restricted access to PII?

Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow.

You can make this destination visible to orchestrations and allow users with restricted access to PII to use this destination by enabling one (or both) of the following options:

Allow business users access to this destination.

Note

To allow business users to use this destination with campaigns, you must enable the Available to campaigns option within the data template. This allows users to send campaign results from Amperity to Oracle Responsys.

The other two settings may be configured within the data template instead of the destination.

Step 5.

Review all settings, and then click Save.

Save the destination.

Important

You must configure a data template for this destination before you can send data to Oracle Responsys.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

To add a data template

Step 1.

From the Destinations tab, open the menu for a destination that is configured for Oracle Responsys, and then select Add data template.

This opens the Add Data Template dialog box.

Step 1

Enter the name of the data template and a description. For example: “Oracle Responsys” and “Send CSV files to Oracle Responsys.”.

Step 2.

Verify business user access to queries and orchestrations and access to segments and campaigns.

A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data.

Step 2.

If business user access was not configured as part of the destination, you may configure access from the data template.

Important

To allow business users to use this destination with campaigns, you must enable the Available to campaigns option. This allows users to send campaign results from Amperity to Oracle Responsys.

If you enable this option, the data extension settings require using campaign name and group name template variables to associate the name of the data extension to your campaign.

Step 3.

Verify all configuration settings.

Verify settings for the data template.

Note

When the settings required by the SFTP site were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns.

Step 4.

Review all settings, and then click Save.

Save the data template.

After you have saved the data template, and depending on how you configured it, business users can send query results and/or send campaign results to Oracle Responsys.